Kingsview Wealth Management, LLC Schwab Strategic Tr 5 10 Yr C Transaction History

Kingsview Wealth Management, LLC

$5.28 Billion
Q2 2025

A detailed history of Kingsview Wealth Management, LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 13,084 shares of SCHI stock, worth $302,894. This represents 0.01% of its overall portfolio holdings.

Number of Shares

13,084

Previous 10,949 19.5%

Holding current value

$302,894

Previous $245,000 21.22%

% of portfolio

0.01%

Previous 0.01%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$21.85 - $22.76 $46,649 - $48,592	2,135 Added 19.5%	13,084 $297,000
Q1 2025 May 02, 2025	BUY	$21.77 - $22.56 $238,359 - $247,009	10,949 New	10,949 $245,000
Q3 2024 Nov 12, 2024	BUY	$43.73 - $46.29 $393,832 - $416,887	9,006 Added 185.35%	13,865 $640,000
Q2 2024 Aug 14, 2024	SELL	$43.11 - $44.42 $14,312 - $14,747	-332 Reduced 6.4%	4,859 $214,000
Q4 2023 Feb 08, 2024	SELL	$40.96 - $45.17 $3,358 - $3,703	-82 Reduced 1.56%	5,191 $233,000
Q3 2023 Nov 07, 2023	SELL	$42.12 - $44.19 $43,509 - $45,648	-1,033 Reduced 16.38%	5,273 $222,000
Q2 2023 Aug 10, 2023	SELL	$43.63 - $45.06 $79,712 - $82,324	-1,827 Reduced 22.46%	6,306 $277,000
Q1 2023 May 15, 2023	SELL	$42.99 - $45.29 $37,917 - $39,945	-882 Reduced 9.78%	8,133 $363,000
Q4 2022 Feb 13, 2023	SELL	$40.96 - $44.32 $14,090 - $15,246	-344 Reduced 3.68%	9,015 $388,000
Q3 2022 Nov 14, 2022	SELL	$41.61 - $46.11 $12,691 - $14,063	-305 Reduced 3.16%	9,359 $393,000
Q2 2022 Aug 16, 2022	BUY	$43.49 - $47.85 $260 - $287	6 Added 0.06%	9,664 $431,000
Q1 2022 Feb 08, 2024	BUY	$47.33 - $51.36 $212,322 - $230,400	4,486 Added 86.42%	9,677 $0
Q4 2021 Feb 17, 2022	SELL	$51.18 - $52.35 $147,705 - $151,082	-2,886 Reduced 23.01%	9,658 $499,000
Q3 2021 Dec 03, 2021	BUY	$52.2 - $53.14 $22,393 - $22,797	429 Added 3.54%	12,544 $655,000
Q2 2021 Aug 17, 2021	BUY	$51.28 - $52.56 $3,794 - $3,889	74 Added 0.61%	12,115 $635,000
Q1 2021 May 24, 2021	SELL	$51.17 - $53.57 $48,867 - $51,159	-955 Reduced 7.35%	12,041 $619,000
Q4 2020 Feb 16, 2021	SELL	$52.55 - $53.65 $48,818 - $49,840	-929 Reduced 6.67%	12,996 $697,000
Q3 2020 Nov 19, 2020	BUY	$52.3 - $53.48 $2,876 - $2,941	55 Added 0.4%	13,925 $735,000
Q2 2020 Aug 14, 2020	BUY	$47.18 - $52.39 $32,837 - $36,463	696 Added 5.28%	13,870 $726,000
Q1 2020 May 11, 2020	BUY	$43.26 - $52.01 $569,907 - $685,179	13,174 New	13,174 $631,000

Others Institutions Holding SCHI

# of Institutions

245

Shares Held

50.6M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR 5 -10 YR C

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Kingsview Wealth Management, LLC Schwab Strategic Tr 5 10 Yr C Transaction History